BVSIX Mutual Fund

NAV$19.22

Returns Overview

1 Month
+1.37%
3 Months
+4.97%
6 Months
+5.84%
YTD
+7.86%
1 Year
+13.68%
3 Years (annualized)
+12.78%
5 Years (annualized)
+9.18%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Large Value Total Return USD(^MLVLT)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+10.82%
vs Peers
-2.96%

BVSIX Mutual Fund Performance

BVSIX performance across multiple time periods: 1-month 1.37%, YTD 7.86%, 1-year 13.68%, 3-year 12.78%, 5-year 9.18%, 10-year 10.91%.

BVSIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

BVSIX performance comparison shows side-by-side returns with another fund. BVSIX alternatives are available in the Mutual Fund Screener.